All articles by Richard Agnew – Page 43
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Strategy & Change
T-Systems sees European spend cuts; remixes strategy
Pandemic prompts yet another strategic rethink at T-Sys. Division expects half of European business to cut IT spend. T-Sys doubles down on digitisation to help clients adapt. New strategy based around three-phase recovery. Exec denies 5G plans on hold in wake of COVID-19.
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Financial & Performance
TMUS’ Sievert: AT&T and Verizon privately fought Sprint merger
Q1 call sees new CEO Sievert riff on familiar Legere-era themes, taking aim at rival duo on pricing and service. COVID-19 impact still being assessed, but mixed. TMUS responds with operational “re-evaluation” but cites commercial upside too. Sprint merger: buying economies being accelerated, brands to be melded to support ...
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Network & Infrastructure
Deutsche Telekom finds on-campus chemistry with BASF
Chemicals group concocting a 5G-based upgrade to network at major plant, with DT involved in pilots. Exec talks up need for low-latency IIoT applications; on-message with DT digitisation push.
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Partnerships & Alliances
Deutsche Telekom updates SKT tie-up, post-coronavirus
“Immersive” virtual meetings and challenges of network management on refreshed agenda.
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M&A
Vodafone exits long-time IT sherpa Celfocus
Portuguese partner brings Celfocus’ systems expertise in-house.
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Venturing & Investments
ngena under new ownership
DT sells controlling stake in spinout to US investment group.
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Network & Infrastructure
Government herds operators into rural sharing pen
March 2020 deadline met, saving government face. Unknown outcome from pushback against EE fee proposal.
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Premium
Government herds operators into rural sharing pen
March 2020 deadline met, saving government face. Unknown outcome from pushback against EE fee proposal.
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Partnerships & Alliances
Vodafone Qatar swaps SAP for Oracle
Former OpCo Vodafone Qatar (VfQ) flagged it had extricated itself from the Group’s SAP-based enterprise resource planning (ERP) system, and onto rival Oracle’s software, following Vodafone’s exit from the operator in 2018.
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Network & Infrastructure
Magenta Telekom quietly sets up own TowerCo
Group coy on plans but move opens up partnership and monetisation opportunities.
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Strategy & Change
Vodafone spins off Irish towers
Vodafone establishes new Irish tower business, indiciating a divergence from VfIr’s main structure. Move a part of broader infrastructure recalibration.
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Premium
BuyIn adds Bell and NOS to shopping club
Long search for willing partners finally yields some results.
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Strategy & Change
Vodafone Shared Services gets a facelift for digital era
Self-styled “Intelligent” division nods to shift towards automation and AI.
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Strategy & Change
Vodafone Hutchison Australia registers Felix Mobile service
Vodafone Hutchison Australia (VHA) could be about to jump aboard the Group’s sub-brand train with a new service called “Felix”
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Strategy & Change
Reprieve for Talkmobile as Vodafone UK revamps brand
Further step in Group’s reconciliation with virtual operators.
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Venturing & Investments
Vodafone invests in Avellan’s US satellite upstart
Vodafone takes minority stake in US-based satellite venture AST & Science. Rare (and sizeable) outlay by Group’s Vodafone Ventures unit.
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Premium
Vodafone strains Telecom Egypt out of Egyptian services arm
Awkward co-ownership with incumbent dealt with. A step in recalibration of Shared Services — and possibly VfEg too.
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Strategy & Change
Vodafone Group targets Deutsche Telekom for tower tie-up
Focus turns to Germany as last of Europe Region ‘big four’ to meet Group push for tower overhaul. German arch-rival yet to be convinced to raise the drawbridge. Cornerstone-style Telefónica Deutschland relationship a possible plan-b. Equivalent plans move forward in Italy and UK.
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Innovation (R&D)
Deutsche Telekom takes high-altitude punt on comms-in-the-sky player
DT furthers status as prolific corporate venture player and backer of potential supply chain disruptors. Tie-up has echoes of Google’s high-profile Loon initiative.